Let’s capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot! A widely cited academic study on analyst target price accuracy found that only about 54% of 12-month price targets correctly predicted even the direction of the subsequent price move. Fifty-four percent. On direction alone. That’s barely better than a coin flip! … Read more
The "Magnificent Seven" Has Gained $4.8 Trillion Since the Start of April. Here's Why That's a Risk to the S&P 500 and Nasdaq-100.
The whipping post
Key Points The broader stock market is heavily dependent on a handful of stocks. Today’s leading companies have faster growth rates and higher margins than former market leaders. S&P 500 index funds don’t offer as much diversification as they used to. 10 stocks we like better than Nvidia › Will AI create the world’s first … Read more
Cerebras Systems Stock Soars 68% in Blockbuster IPO: What Investors Should Know
The whipping post
Key Points The artificial intelligence (AI) chipmaker’s initial public offering was the largest IPO in 2026 so far. Cerebras closed Thursday with a standard market cap of just under $67 billion. Newer customers include some big names: OpenAI, the maker of ChatGPT, Amazon, and Meta Platforms. 10 stocks we like better than Cerebras Systems › … Read more
This Is How Ford Plans to Drive Momentum From Q1 Into Summer
Key Points Full-size trucks and SUVs helped power Ford’s first-quarter earnings beat. For a second consecutive year, Ford is unleashing an employee pricing promotional strategy. Inventory is tighter than normal on F-Series trucks due to a supplier fire. 10 stocks we like better than Ford Motor Company › Full-size trucks have long been known to … Read more
Will Cerebras Soar After Its IPO This Week? History Offers a Compelling Answer.
Key Points Cerebras, with its high-powered compute for AI, aims to rival chip giant Nvidia. The young chip designer recently signed a deal that makes its chips available through Amazon Web Services, the world’s biggest cloud provider. 10 stocks we like better than Nvidia › Artificial intelligence (AI) players have been among the hottest stocks … Read more